Institutional Ownership Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,843
shares
|
$881,153
0.0% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
28,643
shares
|
$875,043
0.42% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
26,202
shares
|
$800,471
0.03% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
24,983
shares
|
$763,230
0.38% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
24,981
shares
|
$763,169
0.07% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
24,385
shares
|
$744,961
1.08% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
23,432
shares
|
$715,847
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
23,404
shares
|
$714,992
0.25% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
22,621
shares
|
$691,071
0.07% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
22,519
shares
|
$687,955
0.66% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
22,469
shares
|
$686,427
0.32% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
22,348
shares
|
$682,731
0.09% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
22,301
shares
|
$681,295
0.36% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
21,426
shares
|
$654,564
0.05% of portfolio
|
Q3 2024
Added 61.85%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,697
shares
|
$571,193
0.01% of portfolio
|
Q1 2025
Reduced 35.67%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
18,636
shares
|
$569,329
0.31% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
18,217
shares
|
$556,529
0.05% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
17,811
shares
|
$544,126
0.44% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
17,194
shares
|
$525,276
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
16,849
shares
|
$514,736
0.44% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,639
shares
|
$508,321
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,615
shares
|
$507,588
0.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,393
shares
|
$500,806
0.0% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
14,950
shares
|
$456,722
0.21% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
14,652
shares
|
$447,618
0.43% of portfolio
|
Q4 2023
New holding
|